Presented by Miso Robotics: SoftBank CEO Masayoshi Son predicts AI robotics could generate at least 10% of global GDP. Here’s one way to get exposure to this growing trend.

Earnings season is drawing a sharp line this morning between the companies that raised the bar and the ones that just cleared it. The market is paying up for confidence and punishing anything that looks like hesitation.

The winners are almost all telling the same story: beat the quarter, raise the forecast, show momentum into the back half. Two chip names are ripping on guidance that tilted the sector's most debated trade toward recovery. A rental giant boosted its full-year sales range right as its busiest season begins. A networking company written off for years is quietly reinventing itself into an AI infrastructure play.

The losers are a different kind of cautionary tale. One enterprise software leader beat the quarter but stumbled on the math of a recent acquisition. A legacy tech name beat on both lines and still failed to raise guidance. Clearing the bar is no longer enough in this tape.

SoftBank CEO Masayoshi Son predicts AI robotics could generate at least 10% of global GDP. That’s $20 trillion per year. With that kind of prediction, it’s no surprise that SoftBank just acquired ABB Robotics for $5.4B.

But that’s not the only AI acquisition making headlines.

Miso Robotics, the leading fast-food AI and robots company, just announced the acquisition of Zignyl, a restaurant operations tool serving brands like Cinnabon, Jersey Mike’s, and Jamba.

Combined with its famous Flippy Fry Station robot, Miso is building game-changing AI products that could modernize the entire $1T fast-food restaurant industry. Now, Miso can scale across 100,000+ US restaurant locations, a $4B/year revenue opportunity.

And unlike SoftBank’s robotics acquisition, you have the chance to be part of Miso’s growth as an investor. Become a Miso shareholder today and unlock up to 7% bonus stock.

This is a paid advertisement for Miso Robotics’ Regulation A offering. Please read the offering circular at invest.misorobotics.com.

Mobileye Global (MBLY): +17.7%

The autonomous driving chipmaker blew past Q1 expectations on both the top and bottom lines, and full-year revenue guidance came in ahead too. After a brutal 2025, Mobileye is finally showing signs that its ADAS pipeline is translating into real numbers.

United Rentals (URI): +15.5%

The equipment rental giant raised its full-year sales forecast and told investors it's seeing real momentum heading into peak construction season. That kind of confident guidance lift, in this macro, is exactly what the market has been starving for.

Nokia (NOK): +11%

The Finnish networking company edged past earnings expectations and guided toward the top end of its full-year range, with operating profit landing ahead of consensus. After years of being written off, Nokia is quietly turning into an AI data center infrastructure story.

Texas Instruments (TXN): +9.5%

TI beat on Q1 and then delivered current-quarter guidance well above what analysts were modeling. The analog chip cycle has been the most debated trade in semis, and this print tilts the argument toward recovery.

CSX (CSX): +4.2%

The rail operator beat earnings estimates, and investors are rewarding the print even with revenue coming in slightly light. In a sector where margins matter more than the top line, CSX is showing it can still pull the right levers.

ServiceNow (NOW): -12.3%

ServiceNow beat on earnings and revenue, but the integration of its recently acquired Armis cybersecurity business is weighing on the outlook. The market is telling the company that big acquisitions need to show accretion, not just strategic rationale.

International Business Machines (IBM): -7.7%

IBM beat both earnings and revenue expectations but failed to raise its full-year guidance. Investors want to see conviction in the back half, and IBM didn't give it.

Honeywell (HON): -5.5%

The industrial giant posted mixed Q1 results with a revenue miss, then guided Q2 earnings below what Wall Street was expecting. For a company mid-way through a major portfolio reshuffling, lackluster guidance is exactly what the skeptics have been waiting for.

Avis Budget (CAR): -9.5%

Avis is giving back more after its plunge on Wednesday. The meme-fueled run was always going to come with a payback phase, and this is it.

That’s what the world’s richest person said about AI and robotics. There’s just one question: How do you take advantage of a wealth creation opportunity like this?

Over 39,000 people are doing it by investing in a private company: Miso Robotics. And Miso has already landed customers like White Castle, Jersey Mike’s, Jamba, Auntie Ann’s Pretzels, and many more.

Miso’s not a newcomer to AI and robots. They’re a first-mover and current leader in bringing AI-powered robots to one of the biggest markets in the world, the $1T fast food industry. Miso’s spent years honing their technology, with their AI-powered Flippy Fry Station robot already logging over 200,000 hours in real kitchens.

Flippy can boost restaurant profits by 4X, making it an easy choice as brands turn to robots and AI to solve a desperate labor shortage.

Now Miso’s scaling commercial production of Flippy toward 100,000+ potential U.S. locations. That’s a $4B/year revenue opportunity.

And you still have the chance to tap into this growth as a Miso shareholder. Invest in Miso Robotics and get up to 7% in bonus stock.

This is a paid advertisement for Miso Robotics’ Regulation A offering. Please read the offering circular at invest.misorobotics.com.

Intel (INTC) + 17% (Pre-Market)

Intel reports Q1 earnings after the close tonight, and retail traders are circling. The stock has ripped more than 65% year-to-date, powered by the government's equity stake, a newly announced Tesla chip-manufacturing deal under Elon Musk's "Terafab" project, and growing optimism around the 18A foundry ramp. Options are pricing in roughly a 9% move in either direction.

The bull case centers on the idea that Intel is finally a real AI infrastructure story now that CPUs matter more for AI agents. The bear case is that the stock trades at triple-digit forward earnings with analyst price targets still below current levels. Tonight's print and, more importantly, the guidance could be the moment that decides which narrative takes hold.

✌️That’s it for today.